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Vanguard Morningstar Growth ETF

2,155 hedge funds and large institutions have $87.5B invested in Vanguard Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 784 increasing their positions, 775 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $96.5M | Put options by funds: $31.3M

106% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 85

21.82% more ownership

Funds ownership: 383.57%405.39% (+22%)

16% more capital invested

Capital invested by funds: $75.3B → $87.5B (+$12.2B)

7% more funds holding in top 10

Funds holding in top 10: 375402 (+27)

3% more funds holding

Funds holding: 2,0932,155 (+62)

1% more repeat investments, than reductions

Existing positions increased: 784 | Existing positions reduced: 775

Holders
2,155
Holders Change
+62
Holders Change %
+2.96%
% of All Funds
31.12%
Holding in Top 10
402
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+7.2%
% of All Funds
5.81%
New
175
Increased
784
Reduced
775
Closed
85
Calls
$96.5M
Puts
$31.3M
Net Calls
+$65.2M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
501
Hofer & Associates
California
$9.74M +$56K +960 +0.6%
MPCA
502
Madison Park Capital Advisors
Washington
$9.7M +$2.75M +47,094 +43%
SWM
503
Segment Wealth Management
Texas
$9.7M
BST
504
Bath Savings Trust
Maine
$9.7M +$93.8K +1,608 +1%
MCA
505
Magnolia Capital Advisors
Mississippi
$9.66M +$9.04M +154,998 New
LI
506
Latigo Investments
Florida
$9.62M
CF
507
Copperwynd Financial
Arizona
$9.6M -$766K -13,128 -8%
CWM
508
Certus Wealth Management
California
$9.52M +$5.98M +102,612 +205%
WTA
509
Washington Trust Advisors
Massachusetts
$9.52M +$2.8K +48 +0%
IIA
510
Integral Investment Advisors
California
$9.51M +$2.07M +35,568 +31%
NJIM
511
Nabity-Jensen Investment Management
Nebraska
$9.49M -$5.6K -96 -0.1%
FC
512
Fusion Capital
South Carolina
$9.43M -$12.2K -210 -0.1%
VBWMG
513
Von Berge Wealth Management Group
California
$9.35M -$175K -2,994 -2%
SFG
514
SNS Financial Group
Minnesota
$9.34M -$754K -12,924 -8%
ECA
515
Elevation Capital Advisory
Oregon
$9.33M +$8.73M +149,646 New
SW
516
Simplicity Wealth
New Jersey
$9.25M +$678K +11,628 +9%
IA
517
IFG Advisory
Georgia
$9.16M +$186K +3,186 +2%
WCM
518
Windham Capital Management
Massachusetts
$9.11M -$205K -3,522 -2%
Susquehanna International Group
519
Susquehanna International Group
Pennsylvania
$9.11M +$7.29M +124,992 +592%
MAG
520
Mayfair Advisory Group
Alabama
$9.1M +$370K +6,342 +5%
VFA
521
Valeo Financial Advisors
Indiana
$9.06M +$3.95M +67,806 +87%
CWM
522
Cornerstone Wealth Management
Missouri
$9.05M -$59.1K -1,014 -0.7%
WFA
523
Wellspring Financial Advisors
Ohio
$9.03M -$350 -6 -0%
AIM
524
Acropolis Investment Management
Missouri
$8.92M +$77.7K +1,332 +0.9%
OAJ
525
Ogorek Anthony Joseph
New York
$8.89M -$8.75K -150 -0.1%

VUG Hedge Fund Activity: Q2 2024 in Review

2,155 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q2 2024, worth a combined $87.5B — up 16% from $75.3B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new VUG positions and 85 closed out — a net gain of 90 holders — while 784 added to existing stakes and 775 trimmed.

The largest buyer was Axiom Advisory, adding an estimated $2.29B. The largest seller was Kensington Asset Management, exiting entirely with an estimated $127M sold.

  • 2,155 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q2 2024, up from 2,093 in Q1 2024.
  • Funds reported $87.5B of Vanguard Morningstar Growth ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 175 funds opened new Vanguard Morningstar Growth ETF positions in Q2 2024 and 85 closed out, a net change of +90 holders.
  • The largest Vanguard Morningstar Growth ETF buyer in Q2 2024 was Axiom Advisory, an estimated $2.29B added.
  • The largest Vanguard Morningstar Growth ETF seller in Q2 2024 was Kensington Asset Management, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2024.